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Showing 61 - 70 of 350 results for "Active manager"

Morningstar warns of stretched valuations in Australian equities

ANDREW MCKEAN  |  TUESDAY, 9 APR 2024
The Australian equity market is slightly overvalued following a strong rally, according to Morningstar's Q2 2024 outlook. The S&P/ASX 200 benchmark has climbed about 15% from its October 2023 lows to hover around 7800, signalling what Morningstar called ...

Why active managers are falling behind in emerging markets

ELIZA BAVIN  |  FRIDAY, 22 MAR 2024
... equities active managers have failed to generate, on average, higher excess returns, with data revealing the median active manager has underperformed the benchmark in 10 out of 14 calendar years. VanEck portfolio manager and key author of the research ...

Institutional investors shift gears amid 'new market regime'

ANDREW MCKEAN  |  THURSDAY, 21 MAR 2024
Nuveen's latest global institutional investor survey shows that investors are adjusting risk management and asset allocation strategies due to geopolitical tensions, higher rates, market volatility, and upcoming elections, with three themes dominating ...

Investors being influenced by the 'Powell pivot'

ELIZA BAVIN  |  WEDNESDAY, 20 MAR 2024
The Investment Grade Corporate Bonds: Understanding Manager Performance report said the 'Powell pivot' at the end of 2023 made the strategic shift a more attractive option for investors looking to capitalise on higher yields while reducing credit risk. ...

Demand for ETFs set to persevere

KARREN VERGARA  |  FRIDAY, 15 MAR 2024
Investors' demand for cheaper exchange-traded funds (ETF) is set to persist, according to Morningstar, as active fund managers fail to gain market share over low-cost alternatives. The 2024 first quarter report, Australian Asset Managers, shows how ...

Large-cap equity funds continue underperformance: SPIVA

KARREN VERGARA  |  FRIDAY, 1 MAR 2024
Large-cap active equity fund managers turned in their second-worst year of underperformance as 77% failed to beat their benchmark, the latest SPIVA study shows. Aussie large-cap managers suffered their worst-performing period in 2023 - not since 2018 ...

Indexed strategies to hit $1tn in two years

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2024
New research reveals that indexed strategies are on track to reach $1 trillion by 2026 and will account for one-quarter of the funds management universe. Rainmaker Information's Institutional roundup report found that indexed investing in Australia ...

Fund selectors harbour AI bubble fears, affirm belief in its longevity

ANDREW MCKEAN  |  THURSDAY, 8 FEB 2024
Fund selectors, wary of an AI bubble, still believe in its longevity, with some viewing it as an opportunity bigger than the internet, according to a Natixis Investment Managers (Natixis IM) survey. Natixis IM conducted a survey of 500 investment professionals ...

Volatility an opportunity for skilled active managers: GSFM

ANDREW MCKEAN  |  WEDNESDAY, 24 JAN 2024
The looming threat of sporadic, extreme market volatility presents an opportunity for active managers to capitalise on fluctuating asset values, GSFM advisor Stephen Miller says. At an event yesterday, Miller described the current financial landscape ...

A-REIT strategies outperform G-REITs

CHLOE WALKER  |  MONDAY, 13 NOV 2023
A considerable number of Australian real estate investment trust (A-REIT) managers have been able to outperform the average total return of passive strategies over the long term, while their global counterparts have struggled. Morningstar's latest analysis ...